£77k
+938%vs Aug 2024Active15297987Private limited companyAylesbury
PLANIT WEALTH LIMITED
Significant control: Lisa Spiers (75–100%)
From public filings as at 31 Aug 2026; may contain errors or be out of date. Verify at Companies House · Terms
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Registered activity: Financial intermediation not elsewhere classified (SIC 64999). We’re building product and service lists for UK companies. Get this one when it’s ready.
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01
Summary
PLANIT WEALTH LIMITED is an active private limited company (company number 15297987) incorporated on 21 November 2023, registered in Aylesbury. Its registered activity is financial intermediation not elsewhere classified (SIC 64999). Latest micro accounts cover the period ending 31 August 2025, showing net assets of £77k, with 2 employees on average. As micro-entity accounts, no profit and loss account is filed, so turnover and profit are not public. Net assets rose 938% on the prior period (£7,386).
Peer position · net assets
By net assets it sits in the top quarter of 2,831 comparable companies in Other (median £11k, upper quartile £75k).
02
Ownership and control
- Miss Lisa Spiers
- owns 75–100% of shares
- holds 75–100% of voting rights
- can appoint or remove directors
Persons with significant control hold 25% or more of shares or voting rights. Smaller shareholdings are only listed in confirmation-statement documents. Directors and secretaries: see the officers list at Companies House.
03
Key dates
- Incorporated
- 21 November 20232 yrs ago
- Next accounts due
- 31 May 2027in 219 days
- Confirmation statement due
- 5 December 2026in 42 days
Due dates are expected from Companies House filing rules; confirm on the official register before relying on them.
04
Activity
- SIC 64999
- Financial intermediation not elsewhere classified
- Accounts type
- Micro Entity
- Size band
- MicroCompanies Act thresholds
05
Financials
Not reported
Not disclosed
2
No changevs Aug 2024| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 31 August 2025 | £77k | — | — | £36k | — | — | 2 |
| 31 August 2024 | £7,386 | — | — | £34k | — | — | 2 |
Current ratio3.08Current assets ÷ creditors within one year
Figures as filed in iXBRL accounts at Companies House. "—" means the line was not reported in that filing; micro-entity accounts contain no profit and loss account.
06
Filing and accounts signals
- Net assets above zeroNet assets £76,702 at 31 August 2025
- Net assets up 10% or more on the prior period+938.5% vs prior period
- Current assets at least 1.5× creditors within one yearCurrent ratio 3.08
- Incorporated two to five years agoIncorporated 21 November 2023
Neutral facts read from the register and filed accounts, each with its evidence. They are not a rating, a prediction or advice, and may be incomplete or out of date. How each signal is derived.
07
Timeline
- Next accounts duein 219 days
- Confirmation statement duein 42 days
- Accounts period endNet assets £77k · micro accounts
- Accounts period endNet assets £7,386 · micro accounts
- Incorporated
08
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All companies incorporated on 21 November 2023 · in Nov 2023.
09
Reminders for PLANIT WEALTH LIMITED
Get an email before each filing deadline — accounts and confirmation statement — so nothing is late.